Community Financial Services Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
46,932
+348
| +0.7% | +$101K | 2.71% | 10 |
|
|
2025
Q1 | $11.4M | Sell |
46,584
-759
| -2% | -$186K | 2.48% | 11 |
|
|
2024
Q4 | $11.3M | Buy |
47,343
+1,533
| +3% | +$367K | 2.25% | 12 |
|
|
2024
Q3 | $9.66M | Buy |
45,810
+580
| +1% | +$122K | 1.98% | 10 |
|
|
2024
Q2 | $9.15M | Buy |
45,230
+1,518
| +3% | +$307K | 1.97% | 10 |
|
|
2024
Q1 | $8.76M | Buy |
+43,712
| New | +$8.76M | 1.99% | 9 |
|
|
2023
Q3 | $1.35M | Buy |
+9,334
| New | +$1.35M | 0.34% | 48 |
|
|
2021
Q4 | $437K | Hold |
2,761
| – | – | 0.11% | 82 |
|
|
2021
Q3 | $452K | Buy |
2,761
+178
| +7% | +$29.1K | 0.12% | 80 |
|
|
2021
Q2 | $402K | Buy |
2,583
+340
| +15% | +$52.9K | 0.11% | 84 |
|
|
2021
Q1 | $341K | Hold |
2,243
| – | – | 0.1% | 84 |
|
|
2020
Q4 | $285K | Sell |
2,243
-176
| -7% | -$22.4K | 0.09% | 84 |
|
|
2020
Q3 | $233K | Hold |
2,419
| – | – | 0.09% | 83 |
|
|
2020
Q2 | $228K | Sell |
2,419
-1,108
| -31% | -$104K | 0.09% | 80 |
|
|
2020
Q1 | $318K | Sell |
3,527
-52
| -1% | -$4.69K | 0.11% | 59 |
|
|
2019
Q4 | $499K | Buy |
3,579
+942
| +36% | +$131K | 0.13% | 56 |
|
|
2019
Q3 | $311K | Buy |
+2,637
| New | +$311K | 0.09% | 67 |
|
|
2019
Q2 | – | Sell |
-2,418
| Closed | -$245K | – | 82 |
|
|
2019
Q1 | $245K | Hold |
2,418
| – | – | 0.08% | 77 |
|
|
2018
Q4 | $236K | Hold |
2,418
| – | – | 0.09% | 74 |
|
|
2018
Q3 | $273K | Hold |
2,418
| – | – | 0.09% | 78 |
|
|
2018
Q2 | $252K | Buy |
+2,418
| New | +$252K | 0.09% | 76 |
|
|
2015
Q4 | – | Sell |
-2,161
| Closed | -$132K | – | 148 |
|
|
2015
Q3 | $132K | Hold |
2,161
| – | – | 0.07% | 79 |
|
|
2015
Q2 | $146K | Buy |
2,161
+1,000
| +86% | +$67.6K | 0.07% | 80 |
|
|
2015
Q1 | $70K | Sell |
1,161
-260
| -18% | -$15.7K | 0.03% | 107 |
|
|
2014
Q4 | $89K | Buy |
1,421
+89
| +7% | +$5.57K | 0.04% | 101 |
|
|
2014
Q3 | $80K | Buy |
1,332
+735
| +123% | +$44.1K | 0.04% | 103 |
|
|
2014
Q2 | $34K | Sell |
597
-60
| -9% | -$3.42K | 0.02% | 143 |
|
|
2014
Q1 | $40K | Sell |
657
-2,784
| -81% | -$169K | 0.02% | 123 |
|
|
2013
Q4 | $201K | Sell |
3,441
-110
| -3% | -$6.43K | 0.11% | 65 |
|
|
2013
Q3 | $184K | Buy |
3,551
+607
| +21% | +$31.5K | 0.1% | 67 |
|
|
2013
Q2 | $155K | Buy |
+2,944
| New | +$155K | 0.09% | 69 |
|